Forms AEOI

This page contains the forms for applying for exemption/refund of foreign withholding tax in accordance with Article 9 of the Agreement on the Automatic Exchange of Financial Accounts with the European Union (SR 0.641.926.81).

• E_9§1/CH-UE generic

  Claim for exemption/refund of the foreign tax at source on dividends according to 9 § 1 of the Agreement on the automatic exchange of financial account No papier forms available Applicable on dividends paid on or after 01.01.2017

  PDF73.18 kB30 October 2023

• E_9§1/CH-UE Italia

  Domanda di esonero/rimborso dell'imposta italiana sugli dividendi ai sensi dell'articolo 9 § 2 dell'Accordo sullo scambio automatico d’informazioni finanziarie No paper forms available Applicable for dividends paid on or after 01.01.2017

  PDF138.73 kB30 October 2023

---

• E_9§2/CH-UE generic

  Claim for exemption/refund of the foreign tax at source on interest and royalties according to 9 § 2 of the Agreement on the automatic exchange of financial account No paper forms available Applicable for interest/royalties paid on or after 01.01.2017

  PDF144.14 kB30 October 2023

• E_9§2/CH-UE Italia

  Domanda di esonero/rimborso dell'imposta italiana sugli interessi/canoni ai sensi dell'articolo 9 § 2 dell'Accordo sullo scambio automatico d’informazioni finanziarie No paper forms available Applicable for interest/royalties paid on or after 01.01.2017

  PDF139.40 kB30 October 2023

Contact

Contact form

Federal Tax Administration FTA
Automatic exchange of information AEOI
Team AEOI
Eigerstrasse 65
3003 Berne